Southern Co
SO- 交易所
- NYSE
- 產業
- Electric Services
- SEC CIK
- 0000092122
近 90 天,Southern Co 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 2,371 家機構在 13F 申報持有,市值合計 $798.9 億;沒有大師持有。
2023 年第 3 季 13F 持有人
Southern Co 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,713
- 較 2023 年第 2 季 +6 家
- 持有股數
- 6.93 億
- 較 2023 年第 2 季 +423.2 萬 (+0.6%)
- 總市值
- $448.6 億
- 較 2023 年第 2 季 −$35.2 億 (−7.3%)
- 新進機構
- 124
- 另有 657 家加碼
- 清倉機構
- 118
- 另有 660 家減碼
另有 21 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 SO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,371 | $798.9 億 |
| 2026 年第 1 季 | 2,367 | $762.2 億 |
| 2025 年第 4 季 | 2,273 | $695.7 億 |
| 2025 年第 3 季 | 2,222 | $745.5 億 |
| 2025 年第 2 季 | 2,184 | $708.1 億 |
| 2025 年第 1 季 | 2,207 | $690.2 億 |
| 2024 年第 4 季 | 2,126 | $614.5 億 |
| 2024 年第 3 季 | 2,010 | $668.7 億 |
| 2024 年第 2 季 | 1,888 | $568.0 億 |
| 2024 年第 1 季 | 1,825 | $510.1 億 |
| 2023 年第 4 季 | 1,838 | $491.5 億 |
| 2023 年第 3 季 | 1,713 | $448.6 億 |
| 2023 年第 2 季 | 1,728 | $487.6 億 |
| 2023 年第 1 季 | 1,706 | $488.1 億 |
| 2022 年第 4 季 | 1,737 | $490.8 億 |
| 2022 年第 3 季 | 1,661 | $460.4 億 |
| 2022 年第 2 季 | 1,683 | $471.5 億 |
| 2022 年第 1 季 | 1,700 | $473.3 億 |
| 2021 年第 4 季 | 1,654 | $439.2 億 |
| 2021 年第 3 季 | 1,492 | $391.1 億 |
| 2021 年第 2 季 | 1,508 | $382.7 億 |
| 2021 年第 1 季 | 1,491 | $392.3 億 |
2023 年第 3 季持有機構
每家機構持有 Southern Co 的股數、市值與佔組合比重;股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 7,666 | $49.6 萬 | 0.16% | −870−10.2% | 減碼 |
| Chicago Capital, LLC | 7,608 | $49.2 萬 | 0.02% | 00.0% | 不變 |
| Forum Financial Management, LP | 7,590 | $49.1 萬 | 0.01% | +26+0.3% | 加碼 |
| Private Capital Management, LLC | 7,582 | $49.1 萬 | 0.06% | 00.0% | 不變 |
| Slagle Financial, LLC | 7,568 | $49.0 萬 | 0.30% | −870−10.3% | 減碼 |
| W Advisors, LLC | 7,527 | $48.7 萬 | 0.40% | −200−2.6% | 減碼 |
| Firestone Capital Management | 7,524 | $48.7 萬 | 0.17% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 7,517 | $48.6 萬 | 0.02% | +7,517 | 新進 |
| CoreCap Advisors, LLC | 7,486 | $48.4 萬 | 0.03% | −197−2.6% | 減碼 |
| Lakeshore Financial Planning, Inc. | 7,484 | $48.4 萬 | 0.28% | +7,484 | 新進 |
| Baldwin Investment Management, LLC | 7,475 | $48.4 萬 | 0.08% | −300−3.9% | 減碼 |
| Colonial Trust Advisors | 7,473 | $48.4 萬 | 0.06% | −199−2.6% | 減碼 |
| Summitry LLC | 7,450 | $48.2 萬 | 0.03% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 7,447 | $48.2 萬 | 0.00% | −1,682−18.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 7,431 | $48.1 萬 | 0.04% | 00.0% | 不變 |
| Northstar Advisory Group, LLC | 7,402 | $47.9 萬 | 0.35% | +42+0.6% | 加碼 |
| Kowal Investment Group, LLC | 7,397 | $47.9 萬 | 0.13% | +292+4.1% | 加碼 |
| Peninsula Asset Management Inc | 7,390 | $47.8 萬 | 0.30% | −100−1.3% | 減碼 |
| Nations Financial Group Inc, | 7,364 | $47.7 萬 | 0.05% | −111−1.5% | 減碼 |
| Wulff, Hansen & Co. | 7,363 | $47.7 萬 | 0.56% | 00.0% | 不變 |
| Archer Investment Corp | 7,350 | $47.6 萬 | 0.17% | 00.0% | 不變 |
| DFPG Investments, LLC | 6,990 | $47.6 萬 | 0.04% | −280−3.9% | 減碼 |
| Cambridge Trust Co | 7,338 | $47.5 萬 | 0.02% | +1,333+22.2% | 加碼 |
| Delta Financial Group, Inc. | 7,302 | $47.3 萬 | 0.16% | +7,302 | 新進 |
| apricus wealth, LLC | 7,105 | $47.3 萬 | 0.41% | +1,755+32.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,292 | $47.2 萬 | 0.09% | −85−1.2% | 減碼 |
| Moseley Investment Management Inc | 7,282 | $47.1 萬 | 0.28% | +178+2.5% | 加碼 |
| Lathrop Investment Management Corp | 7,282 | $47.1 萬 | 0.10% | −130−1.8% | 減碼 |
| Conning Inc. | 7,276 | $47.1 萬 | 0.02% | −110−1.5% | 減碼 |
| FDx Advisors, Inc. | 7,193 | $46.6 萬 | 0.04% | −2,647−26.9% | 減碼 |
| Vinva Investment Management Ltd | 7,157 | $46.6 萬 | 0.04% | +257+3.7% | 加碼 |
| Haverford Trust Co | 7,176 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| David J Yvars Group | 7,143 | $46.2 萬 | 0.39% | +5+0.1% | 加碼 |
| PFG Investments, LLC | 7,136 | $46.2 萬 | 0.09% | +1,408+24.6% | 加碼 |
| City State Bank | 7,121 | $46.1 萬 | 0.25% | +265+3.9% | 加碼 |
| Sentry LLC | 7,100 | $46.0 萬 | 0.10% | +4+0.1% | 加碼 |
| CX Institutional | 7,097 | $45.9 萬 | 0.03% | −107−1.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,060 | $45.7 萬 | 0.04% | −243−3.3% | 減碼 |
| Belpointe Asset Management LLC | 7,051 | $45.6 萬 | 0.05% | +556+8.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 7,047 | $45.6 萬 | 0.02% | +625+9.7% | 加碼 |
| Beaumont Asset Management, L.L.C. | 7,035 | $45.5 萬 | 0.37% | +158+2.3% | 加碼 |
| Beacon Investment Advisors LLC | 7,030 | $45.5 萬 | 0.32% | +26+0.4% | 加碼 |
| NFP Retirement, Inc. | 7,009 | $45.4 萬 | 0.09% | +88+1.3% | 加碼 |
| Autumn Glory Partners, LLC | 6,995 | $45.3 萬 | 0.28% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 6,983 | $45.2 萬 | 0.18% | −352−4.8% | 減碼 |
| Allegheny Financial Group LTD | 6,981 | $45.2 萬 | 0.17% | −1,615−18.8% | 減碼 |
| Cohen Investment Advisors LLC | 6,968 | $45.1 萬 | 0.36% | −402−5.5% | 減碼 |
| Plan Group Financial, LLC | 6,957 | $45.0 萬 | 0.32% | +6,957 | 新進 |
| Caldwell Trust Co | 6,953 | $45.0 萬 | 0.06% | −463−6.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 6,914 | $44.7 萬 | 0.02% | −350−4.8% | 減碼 |
| Clear Creek Financial Management, LLC | 6,908 | $44.7 萬 | 0.08% | +13+0.2% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 6,892 | $44.6 萬 | 0.04% | −879−11.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,890 | $44.6 萬 | 0.10% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 6,884 | $44.6 萬 | 0.13% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,872 | $44.5 萬 | 0.06% | −97−1.4% | 減碼 |
| Symmetry Partners, LLC | 6,856 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| Stokes Capital Advisors, LLC | 6,849 | $44.3 萬 | 0.15% | 00.0% | 不變 |
| First Fiduciary Investment Counsel, Inc. | 6,840 | $44.3 萬 | 0.10% | −23,961−77.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 6,843 | $44.3 萬 | 0.02% | −358−5.0% | 減碼 |
| Builder Investment Group Inc | 6,829 | $44.2 萬 | 0.17% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 6,817 | $44.1 萬 | 0.09% | −1,756−20.5% | 減碼 |
| Probity Advisors, Inc. | 6,800 | $44.0 萬 | 0.10% | −300−4.2% | 減碼 |
| TBH Global Asset Management, LLC | 6,780 | $43.9 萬 | 0.08% | +6,780 | 新進 |
| Hexagon Capital Partners LLC | 6,761 | $43.8 萬 | 0.11% | −89−1.3% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 6,350 | $43.6 萬 | 0.11% | +1,000+18.7% | 加碼 |
| Sound Income Strategies, LLC | 6,729 | $43.5 萬 | 0.04% | +2,172+47.7% | 加碼 |
| Ballew Advisors, Inc | 6,731 | $43.5 萬 | 0.36% | +16+0.2% | 加碼 |
| Congress Asset Management Co | 6,711 | $43.4 萬 | 0.00% | +696+11.6% | 加碼 |
| PSI Advisors, LLC | 6,701 | $43.4 萬 | 0.19% | +51+0.8% | 加碼 |
| Alpha Cubed Investments, LLC | 6,692 | $43.3 萬 | 0.03% | +338+5.3% | 加碼 |
| Rehmann Capital Advisory Group | 6,691 | $43.3 萬 | 0.04% | +513+8.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 6,684 | $43.3 萬 | 0.13% | −378−5.4% | 減碼 |
| IVC Wealth Advisors LLC | 6,663 | $43.1 萬 | 0.29% | −48−0.7% | 減碼 |
| Union Savings Bank | 6,659 | $43.1 萬 | 0.27% | 00.0% | 不變 |
| Alethea Capital Management, LLC | 6,658 | $43.1 萬 | 0.53% | +6,658 | 新進 |
| Charter Trust Co | 6,652 | $43.1 萬 | 0.03% | −100−1.5% | 減碼 |
| Teza Capital Management LLC | 6,600 | $42.7 萬 | 0.07% | +6,600 | 新進 |
| Brady Family Wealth, LLC | 6,580 | $42.6 萬 | 0.16% | −305−4.4% | 減碼 |
| Acorn Financial Advisory Services Inc | 6,619 | $42.5 萬 | 0.08% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 6,537 | $42.3 萬 | 0.06% | +346+5.6% | 加碼 |
| Tradewinds, LLC. | 6,533 | $42.3 萬 | 0.25% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 6,527 | $42.2 萬 | 0.08% | +5+0.1% | 加碼 |
| Balentine LLC | 6,522 | $42.2 萬 | 0.01% | +1,688+34.9% | 加碼 |
| BCR Wealth Strategies, LLC | 6,532 | $42.2 萬 | 0.34% | +337+5.4% | 加碼 |
| Constitution Capital LLC | 6,508 | $42.1 萬 | 0.29% | −100−1.5% | 減碼 |
| Maven Securities LTD | 6,476 | $41.9 萬 | 0.05% | +6,476 | 新進 |
| Fox Run Management, L.L.C. | 6,470 | $41.9 萬 | 0.12% | +6,470 | 新進 |
| Main Street Research LLC | 6,460 | $41.8 萬 | 0.04% | 00.0% | 不變 |
| Berger Financial Group, Inc | 6,450 | $41.7 萬 | 0.05% | −23−0.4% | 減碼 |
| Gratus Capital LLC | 6,437 | $41.7 萬 | 0.03% | +251+4.1% | 加碼 |
| ICA Group Wealth Management, LLC | 6,417 | $41.5 萬 | 0.12% | +1,404+28.0% | 加碼 |
| Armstrong Advisory Group, Inc | 6,386 | $41.3 萬 | 0.05% | −300−4.5% | 減碼 |
| Inceptionr LLC | 6,383 | $41.3 萬 | 0.23% | +6,383 | 新進 |
| Sonora Investment Management Group, LLC | 6,376 | $41.3 萬 | 0.04% | +1,168+22.4% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,365 | $41.2 萬 | 0.25% | −675−9.6% | 減碼 |
| AlphaCore Capital LLC | 6,360 | $41.2 萬 | 0.06% | +75+1.2% | 加碼 |
| Graypoint LLC | 6,338 | $41.0 萬 | 0.04% | −789−11.1% | 減碼 |
| Tradition Wealth Management, LLC | 6,333 | $41.0 萬 | 0.05% | −988−13.5% | 減碼 |
| LVW Advisors, LLC | 6,330 | $41.0 萬 | 0.09% | +6,330 | 新進 |
| Lineweaver Wealth Advisors, LLC | 6,324 | $40.9 萬 | 0.12% | +6,324 | 新進 |